Team | Richard K. Roscelli

Richard K. Roscelli is an investment advisor whose approach to client investment guidance integrates traditional and alternative investment strategies. Richard likes to highlight opportunities and risk across as many types of financial environments as possible, so that clients have confidence and resilience and do not become worn down by “financial media” hangovers. Richard has worked as a futures branch manager, a futures trading desk manager and an energy markets specialist. Some of his interests include water skiing, hiking, financial education, history and cooking. Richard earned his Bachelor’s in Business Administration with a focus on International Business from Hofstra University in Hempstead, NY and a Masters in Business Administration with a focus on Global Business from Walden University in Minneapolis.

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About Planning

Each Investment Adviser Representative takes discretion on what type of investment advice and/or planning is needed for a client and how that planning is not be implemented. Each client receives a unique and customized experience.

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